MariaSoledadG
QuickBooks Team
QuickBooks Team
‎June 26, 2024 08:39 PM

Manage customers and income

Thank you for choosing QuickBooks. Let me help you create templates in QuickBooks, Southy.

 

Invoices will look different depending on the experience you're using or whether you're using the old or new experience. With the new layout, you can already personalise forms while creating invoices at the same time. However, any changes or additions to your invoices will be applied to existing and future ones. 

 

If you want to create a new template, you can select New style under the Custom form styles option. To do so, see the steps below:
 

  1. Go to Gear icon and then select Custom form styles.
  2. Select New style.
  3. Select the type of sales form you want to create a template for.

 

After that, customise the appearance. Here's how:
 

  1. Select the Design tab.
  2. Give your template a name.
  3. Select Change up the template to choose a layout. These layouts are fixed.

Once done, you can choose a different template if you want it to be in a different format for specific customers. 

 

On the other hand, you can use the Location Tracking feature if you want to create templates with different company names. This allows you to create multiple invoice templates with unique company names and addresses. 

 

First, turn on the feature so you can create a location. To do so, follow the steps below:

  1. Go to the Gear icon and select All lists.
  2. Look for Locations and click on it.
  3. Click New in the upper-right-hand corner.
  4. Type in the name of location.
  5. Check the box for This location has a different company name when communicating with customers. Then, type in the name of the second company.
  6. Check the box for This location has a different address where customers contact me or send payments if you need a different address. Then, type in the address.
  7. Enter the name of the second company (Repeat this with the other company).
  8. Click Save.

 

Once done, the system will automatically choose the name, contact number, and address that you've provided once you select the location. 

 

Additionally, learn how you can record sales transactions in various ways. To know more details, read this article for your reference: Record Invoice Payments in QuickBooks Online.

 

Post your comment below if you need anything else or if you have any other concerns. The Community is always here to assist you.

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